Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

Lpl Financial LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 5344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.95B, Spdr S&P 500 ETF Trust with a value of $5.06B, Apple Inc. with a value of $4.53B, Invesco Qqq Trust, Series 1 with a value of $4.48B, and Vanguard Total Stock Market Et with a value of $3.57B.

Examining the 13F form we can see an increase of $8.68B in the current position value, from $238B to 246B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $246 Billion
ETFs: $178 Billion
Technology: $18.5 Billion
Financial Services: $10.8 Billion
Consumer Cyclical: $6.84 Billion
Healthcare: $6.77 Billion
Industrials: $6.04 Billion
Communication Services: $5.42 Billion
Consumer Defensive: $4.72 Billion
Other: $7.62 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.95 Billion 2.42% of portfolio
10,584,897
Q1 2025 Added 3.89%
$0
$5.06 Billion 2.06% of portfolio
9,047,948
Q1 2025 Added 1.12%
$3.35T
$4.53 Billion 1.84% of portfolio
20,389,500
Q1 2025 Added 3.94%
$0
$4.48 Billion 1.82% of portfolio
9,545,155
Q1 2025 Added 0.67%
$0
$3.57 Billion 1.45% of portfolio
12,996,720
Q1 2025 Added 0.7%
$3.75T
$3.15 Billion 1.28% of portfolio
8,384,908
Q1 2025 Added 5.68%
$409B
$3.13 Billion 1.27% of portfolio
28,890,061
Q1 2025 Added 5.07%
$0
$3.11 Billion 1.26% of portfolio
18,186,643
Q1 2025 Added 7.82%
$0
$2.9 Billion 1.18% of portfolio
36,070,856
Q1 2025 Added 6.02%
$0
$2.91 Billion 1.18% of portfolio
5,670,710
Q1 2025 Added 4.31%
$0
$2.76 Billion 1.12% of portfolio
41,960,691
Q1 2025 Added 6.72%
$0
$2.74 Billion 1.11% of portfolio
36,222,496
Q1 2025 Reduced 6.7%
$2.3T
$2.55 Billion 1.04% of portfolio
13,407,443
Q1 2025 Added 6.24%
$0
$2.37 Billion 0.96% of portfolio
102,991,608
Q1 2025 Reduced 8.94%
$0
$2.28 Billion 0.92% of portfolio
24,262,602
Q1 2025 Added 11.0%
$0
$2.21 Billion 0.9% of portfolio
48,049,515
Q1 2025 Added 7.62%
$0
$1.85 Billion 0.75% of portfolio
34,433,455
Q1 2025 Added 40.0%
$0
$1.84 Billion 0.75% of portfolio
4,964,202
Q1 2025 Reduced 3.21%
$0
$1.76 Billion 0.71% of portfolio
18,929,345
Q1 2025 Added 5.51%
$0
$1.72 Billion 0.7% of portfolio
9,985,009
Q1 2025 Added 4.64%
$0
$1.66 Billion 0.68% of portfolio
15,897,788
Q1 2025 Added 1.61%
$0
$1.66 Billion 0.68% of portfolio
13,079,412
Q1 2025 Reduced 14.53%
$631B
$1.57 Billion 0.64% of portfolio
2,943,391
Q1 2025 Added 10.03%
$0
$1.53 Billion 0.62% of portfolio
7,392,315
Q1 2025 Reduced 1.09%
$0
$1.46 Billion 0.59% of portfolio
25,091,712
Q1 2025 Reduced 41.03%
$0
$1.44 Billion 0.58% of portfolio
7,457,233
Q1 2025 Added 5.71%
$1.62T
$1.4 Billion 0.57% of portfolio
2,425,822
Q1 2025 Added 7.31%
$0
$1.4 Billion 0.57% of portfolio
42,232,183
Q1 2025 Added 10.18%
$0
$1.38 Billion 0.56% of portfolio
28,291,120
Q1 2025 Added 12.8%
$0
$1.39 Billion 0.56% of portfolio
23,686,574
Q1 2025 Added 11.17%
$0
$1.38 Billion 0.56% of portfolio
6,896,876
Q1 2025 Reduced 1.68%
$0
$1.37 Billion 0.56% of portfolio
27,006,416
Q1 2025 Reduced 0.13%
$0
$1.33 Billion 0.54% of portfolio
14,434,118
Q1 2025 Added 4.43%
$0
$1.33 Billion 0.54% of portfolio
6,977,283
Q1 2025 Added 32.2%
$0
$1.2 Billion 0.49% of portfolio
40,522,599
Q1 2025 Added 14.52%
$0
$1.18 Billion 0.48% of portfolio
3,280,071
Q1 2025 Added 4.25%
$0
$1.16 Billion 0.47% of portfolio
21,229,420
Q1 2025 Added 2.59%
$0
$1.15 Billion 0.47% of portfolio
12,500,373
Q1 2025 Added 8.76%
$0
$1.16 Billion 0.47% of portfolio
15,761,081
Q1 2025 Added 3.07%
$0
$1.14 Billion 0.47% of portfolio
6,285,425
Q1 2025 Added 4.47%
$106B
$1.13 Billion 0.46% of portfolio
3,912,435
Q1 2025 Added 13.47%
$0
$1.12 Billion 0.45% of portfolio
30,733,565
Q1 2025 Added 9.64%
$1.07T
$1.09 Billion 0.44% of portfolio
7,074,160
Q1 2025 Added 7.42%
$847B
$1.08 Billion 0.44% of portfolio
4,391,622
Q1 2025 Added 9.32%
$0
$1.08 Billion 0.44% of portfolio
38,785,482
Q1 2025 Added 6.8%
$0
$1.09 Billion 0.44% of portfolio
38,247,130
Q1 2025 Reduced 0.37%
$0
$1.05 Billion 0.43% of portfolio
29,452,035
Q1 2025 Added 33.97%
$0
$1.05 Billion 0.43% of portfolio
9,936,130
Q1 2025 Added 3.11%
$0
$1.05 Billion 0.43% of portfolio
21,067,825
Q1 2025 Added 11.05%

Summary

  • Portfolio
  • No. of Stocks 5,344
  • Current Value $246 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 265 stocks
  • Additional Purchases 3,250 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,591 stocks
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